PFS
WFM

Prospera Financial Services’s Whole Foods Market Inc WFM Stock Holding History

Prospera Financial Services’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,402
Closed -$269K – 457
2017
Q2 		$269K Buy
+6,402
New +$233K 0.04% 334
2014
Q2 		– Sell
-5,267
Closed -$237K – 292
2014
Q1 		$237K Buy
5,267
+1
+0% +$53 0.07% 201
2013
Q4 		$305K Buy
+5,266
New +$312K 0.1% 162

Other funds holding WFM

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Prospera Financial Services's WFM Position: Q3 2017 in Review

Prospera Financial Services sold out of Whole Foods Market Inc (WFM) in Q3 2017, closing a stake of 6,402 shares — an estimated $269K sold.

Prospera Financial Services first reported a position in WFM in Q4 2013 and held it in 3 quarters. The position peaked at $305K in Q4 2013. 7 funds tracked by Wall St. Rank hold WFM as of Q3 2017.

  • Prospera Financial Services reported no remaining Whole Foods Market Inc position as of Q3 2017 after selling out during the quarter.
  • Prospera Financial Services sold 6,402 Whole Foods Market Inc shares in Q3 2017, an estimated $269K.
  • Prospera Financial Services first reported a position in Whole Foods Market Inc in Q4 2013 and held it in 3 quarters.
  • Prospera Financial Services's Whole Foods Market Inc position peaked at $305K in Q4 2013.
  • 7 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q3 2017.

Based on Prospera Financial Services's 13F filing for Q3 2017, filed 11 Oct 2017.